PROVEN ROI FOR RIA ENTERPRISES

Increase EBITDA by more than 100% in 3 Years with Amplify

Calculate what fragmented data and manual workflows are costing your firm, then see your roadmap to 3.7× AUM per client and 2-5 points of EBITDA lift.

⏱ See how Amplify Works
105% EBITDA Increase
11% AUM Growth Boost
29% Cost Reduction

Find Your Hidden Tax

Enter your key metrics to see results

Your Potential Year 3 EBITDA
$6,938,985
with Amplify
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For illustrative purposes only. Amplify Technology, LLC provides technology solutions for financial professionals and does not offer investment, legal, or tax advice. The Hidden Tax calculator is an analytical tool built by Amplify’ s data team that reflects the best thinking from leading institutions on business benchmarking for RIA firms and enterprises. Illustrative example based on generally accepted industry data provided by Schwab, Fidelity, Cerulli, and others. Actual results may vary.

Why Top Advisory Firms Choose Amplify

Discover the competitive advantages that help firms scale efficiently while maximizing profitability

Enterprise Intelligence

Enterprise Intelligence

Centralize data across custodians and systems for instant access and actionable enterprise insights. Extensive firm-wide analytics on one screen for better decision-making.

Increased EBITDA

Increased EBITDA

Scale more efficiently, enhance client experiences, and mitigate risk while increasing EBITDA. Streamline operations with automated workflows and unified data management.

Automated Workflows

Automated Workflows

Onboard advisors and clients faster with intuitive, automated workflows. Streamline billing, reporting, trading, portfolio management, and compliance in one platform.

Quantify Your Hidden Tax

See what fragmented data and manual workflows may cost your firm over the next 3 years. Adjust the inputs below to personalize a true cost of inaction.

Current Metrics

Number of Clients
Avg AUM per Client
Avg Fee Basis (%) Differentiation, service expansion
Vendor Fees (%) Don't forget vendor & tech stack fees and operational efficiency.
Operating Expenses (%) Overhead, facilities, training costs
Other Expenses (%) Investment research and risk assessment tools.

Growth Variables

Client Growth % Onboarding, advisor capacity, prospecting time, and efficiency. Client experience, business intelligence
AUM Growth % Organic and inorganic growth
Metric Current Year 3 Without Amplify Year 3 With Amplify
Swipe to see full table

For illustrative purposes only. Amplify Technology, LLC provides technology solutions for financial professionals and does not offer investment, legal, or tax advice. The Hidden Tax calculator is an analytical tool built by Amplify’ s data team that reflects the best thinking from leading institutions on business benchmarking for RIA firms and enterprises. Illustrative example based on generally accepted industry data provided by Schwab, Fidelity, Cerulli, and others. Actual results may vary.

Ready to Quantify Your Hidden Tax?

Get your 20-minute Executive Diagnostic, MAP Session, and Cost of Inaction Brief